Putnam Investment Management, LLC
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About this Advisor
Kaitlyn Ramsay is an advisor whose office is in Boston, Massachusetts. Currently an investment advisor with Putnam Investment Management, LLC, Ramsay has 12 years of experience in the financial advisory industry. Ramsay maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Ramsay is registered to work with clients in Massachusetts. Over the course of their career, Ramsay has held roles at University Of Nh, Full Time Education, Investacorp Inc, Aarp, Greater Derry-Salem Cooperative Alliance For Regional Transporta, Putnam Inv./Putnam Retain Management, Lpl Financial, Santander Securities LLC and Sovereign Bank. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. As a registered investment advisory firm, Putnam Investment Management, LLC oversees $92 billion in assets across 160 client accounts and retains more than 272 people. The amount of assets the firm manages places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 160 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Kaitlyn Ramsay Work History
Kaitlyn has 12 years of experience.
Putnam Retail Management
Southern New Hampshire University
Santander Securities LLC
Putnam Inv./Putnam Retain Management
Greater Derry-Salem Cooperative Alliance For Regional Transporta
University Of Nh
Full Time Education
Kaitlyn Ramsay has no disclosures.
Please visit their SEC profile for more details.